Preston Victory

About Preston Victory

I founded Vertex Advisory to help owners and the deal professionals who advise them — brokers, attorneys, lenders — get financials transaction-ready without the typical fire drill. Whether it\'s reconstructing years of neglected records or stepping in as a fractional CFO to keep the numbers clean going forward, I focus on one thing: making sure the financials tell a clear, defensible story.My approach is async-first — live dashboards, defined response windows, no recurring meetings unless you want them. You get real-time visibility on your schedule, not mine.If messy books are slowing down a deal or keeping you from understanding your own business, let\'s talk. Serving businesses nationwide | Clarity Today. Growth Tomorrow.

Experience

1. Founder

   Vertex Advisory Llc

   Jan 2026 — Present · Dayton, OH, US

   Helping small and mid-sized business owners get control of their finances—without hiring a full-time CFO.I work with companies who need:→ Books cleaned up and brought to audit-ready standards→ Real-time financial visibility through dashboards and reporting→ Cash flow forecasting that actually drives decisions→ Financials ready for lenders, investors, or a saleMy approach is async-first and technology-driven—clients get clarity without endless meetings.

Education

• Ohio Northern University

  Bachelor's degree, Accounting

• Ohio Northern University

  MSA Accounting